Marcy Sheer Burton
Professional Summary
Marcy Sheer Burton, who also goes by Marcy Sheer, is a registered financial advisor currently at ZACKS INTELLIGENCE LLC located in Santa Barbara, California. Marcy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Marcy has worked at 14 firms and has passed the Series 63, Series 99TO, SIE, Series 15, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Marcy Sheer
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Videos & Posts
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CURTIS ADVISORY GROUP, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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CURTIS ADVISORY GROUP, LLC
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Disclosures on record.
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Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
ZACKS INTELLIGENCE LLC | ZACKS WEALTH PARTNERS
Contact Information
Main Address
101 N Wacker Dr Suite 1500, Chicago, IL 60606Phone Number
(312) 265-9500# of Employees
10SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1AUM (Assets Under Management)
$2Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
ZACKS INTELLIGENCE LLC | ZACKS WEALTH PARTNERS
State Registrations and Notice Filings
(4/20/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 15 — Foreign Currency Options Examination
Passed Mar 1985Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Marcy Sheer Burton's CRS (Customer Relationship Summary).
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CURTIS ADVISORY GROUP, LLC
